Paraplanner

We're looking for an experienced Paraplanner to provide high-quality technical and planning support to Financial Planners, helping to deliver clear, well-structured and compliant advice that genuinely meets client needs.

This is a varied and engaging role within a growing and supportive team, offering exposure to a broad range of planning scenarios and the opportunity to make a real contribution to client outcomes and business growth.

Key responsibilities

• Produce clear, accurate and compliant suitability reports in a timely manner
• Support Financial Planners with client meeting preparation, follow-up and documentation
• Attend client meetings where appropriate to help capture objectives and key information
• Assist with ongoing client service delivery, including annual reviews and review packs
• Prepare cashflow modelling and supporting analysis where required
• Respond to client queries where appropriate, ensuring a professional and client-focused approach
• Work closely with the wider paraplanning team to manage workflow and meet agreed timescales
• Maintain a pragmatic, commercial approach to prioritisation and delivery
• Contribute positively to team culture, knowledge-sharing and continuous improvement
• Maintain accurate records, complete continuing professional development and meet training requirements
• Support the development of new or trainee team members where appropriate

About you

• Previous experience working as a Paraplanner within a financial planning or wealth management firm
• Diploma in Regulated Financial Advice (Level 4) or equivalent
• Strong understanding of the end-to-end advice process across a broad range of planning areas
• Confident analysing products, solutions and risks to support appropriate client recommendations
• Solid knowledge of the regulatory environment and governance requirements
• Highly organised, detail-driven and comfortable managing multiple priorities
• Strong written and verbal communication skills, with a client-centric mindset
• Excellent numeracy and report-writing capability
• Experience using financial planning systems such as Xplan or similar

Benefits

• Private Medical Insurance
• Life assurance (8x salary)
• Very generous pension contribution
• Share save scheme
• 25 days' holiday, with the option to buy or sell additional days